Our Team
Comprised of some of Western Canada's foremost financial experts, our team brings the experience and know-how to innovate on existing trends and deliver results.
Jaclyn Wu
CFP, CLU
Jaclyn is our CEO with more than 15 years of experience in the finance industry. She has spoken in over 100 seminars focusing on providing financial knowledge to investors. She is a member of the PCMA Dealing Representative Advisory Committee. She is Top of the Table qualifier of the Million Dollar Round Table (MDRT) Association. She is also a Co-founder of Monic Financial, Monic Insurance Services Inc., Monic Developments, Monic Charity Foundation, and InsurSimple. Her main focus right now is servicing her existing clients.
In addition, Jaclyn is the mother of 2 kids, a 4-year-old daughter, and a 2-year-old son. As part of her hobbies, she likes snowshoeing with her two huskies, hiking, and swimming. Her favorite thing is traveling, exploring the world, and learning about different cultures.
She speaks three languages: Mandarin, English, and Cantonese. As part of her education, she graduated from SFU B.A. focused on Economics and was designated as a CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter).
Jaclyn wants her next travel destination to be Morocco, Israel, Turkey, and Russia. Her retirement dream is to have financial independence, and she would like to focus on charity work through the Monic Charity Foundation. That is why she said, “I believe helping people can convey true happiness instead of focusing on money or being rich.”
In addition, Jaclyn is the mother of 2 kids, a 4-year-old daughter, and a 2-year-old son. As part of her hobbies, she likes snowshoeing with her two huskies, hiking, and swimming. Her favorite thing is traveling, exploring the world, and learning about different cultures.
She speaks three languages: Mandarin, English, and Cantonese. As part of her education, she graduated from SFU B.A. focused on Economics and was designated as a CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter).
Jaclyn wants her next travel destination to be Morocco, Israel, Turkey, and Russia. Her retirement dream is to have financial independence, and she would like to focus on charity work through the Monic Charity Foundation. That is why she said, “I believe helping people can convey true happiness instead of focusing on money or being rich.”
